Filed May 20, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,320 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,652 | $190,225-51.8% | $117,854-22.2% | - |
| Participation rate | 97.6% | 74.9%+22.7pp | 79.7%+17.9pp | - |
| Annual return | 17.23% | 90.66%-73.4pp | 335.08%-317.8pp | - |
| Employer contribution / active EE | $2,029 | $1,779+14.1% | $3,786-46.4% | - |
| Participant deferral / active EE | $5,602 | $3,327+68.4% | $4,482+25.0% | - |
| Admin fee / account holder | $14 | $9,756-99.9% | $8,020-99.8% | - |